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Michael_Cooksey
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27 days ago
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Managing incomplete surveys

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We have published a questionnaire which can be filled by existing customers before visiting the office. OR can be filled-in while they are at office.

 

This questionnaire is reviewed by staff and may recommend to change few responses.
 

A anonymous published survey link is used by customer. Because we didnt want to manage customer specific survey link and then manage the distribution.

 

I have two queries:

Q1: Is there any way an incomplete or submitted surveys can be retrieved by authorised staff using filter like customer id, date of birth etc.

Q2: Either make changes to the questionnaire or recommend customer to make the changes using specific link.


 

Best answer by MatthewM

For both of the requirements you outlined, staff would need to use a Qualtrics account and have access to the Data & Analysis tab for the survey project. 

Q1: These fields would be searchable as long as the customer filled them in. For submitted responses, the search could be performed directly in Data & Analysis. For incomplete responses, searching is limited with Qualtrics, so the user would need to download the data to a spreadsheet and run the search in Excel or similar tool. Also, the user would need to make sure that the survey settings allow retention of incomplete responses for a long enough period of time for this use case.

Q2: If any changes need to be made to a submitted survey, the staff person would need to look up the response in Data & Analysis, create a Retake Link, and either send the retake link to the customer, or use it to make the response update directly.

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MikeW
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    Denise
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MatthewM
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  • MatthewM
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  • July 31, 2023

For both of the requirements you outlined, staff would need to use a Qualtrics account and have access to the Data & Analysis tab for the survey project. 

Q1: These fields would be searchable as long as the customer filled them in. For submitted responses, the search could be performed directly in Data & Analysis. For incomplete responses, searching is limited with Qualtrics, so the user would need to download the data to a spreadsheet and run the search in Excel or similar tool. Also, the user would need to make sure that the survey settings allow retention of incomplete responses for a long enough period of time for this use case.

Q2: If any changes need to be made to a submitted survey, the staff person would need to look up the response in Data & Analysis, create a Retake Link, and either send the retake link to the customer, or use it to make the response update directly.

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Shivamvig_sv
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    vinodvyas
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  • vinodvyas
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  • 6 replies
  • August 1, 2023

Thanks @MatthewM 

Appreciate your response. This clarifies a lot and will think about changing our process rather than finding work around.

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